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Estate planning checklist 20221/19/2024 Depending on who you choose as your designated agents in your estate plan, some or all of this information will be incorporated into your estate planning documents.Ģ. This includes full names, addresses, phone numbers, and dates of birth for your spouse/partner and child(ren). So this one seems fairly obvious, but it is important to make sure that you have updated contact information for you, your spouse/partner, children, and even siblings and parents. Biographical/Contact Information for you and your family. ![]() The following is a checklist you should consider preparing to either bring with you or be ready to discuss prior to your consultation with an estate planning attorney.ġ. This is not limited to basic information gathering, but also taking into consideration situations that could arise should you pass away without a proper plan in place. However, there are several things you can do to prepare prior to the consultation that will not only make your meeting with an estate planning attorney the most productive, but will result in a better and more thorough understanding of your estate planning goals. ![]() ![]() There is no doubt consultations with estate planning attorneys will always result in questions that one has never considered before. People never want to think about their own death, and setting up an estate plan requires you to do just that. Preparing to have initial discussions with an estate planning attorney is never an easy thing to do.
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